SalesPage Technologies

Asset managers distributing funds across intermediary channels face a chronic problem: data arriving from dozens of sources in incompatible formats, making it nearly impossible to build a reliable view of where assets sit, who holds them, and how distribution is performing. Synfinii (formerly SalesPage, rebranded in September 2025) addresses this by operating as a dedicated Distribution Data Platform for asset managers, consolidating client, industry, and distribution administration data into a governed master record.

The platform is built around three interconnected data constructs:

• Entity Master: consolidates marketplace, financial, and team data to map relationships between investment clients, advisors, broker-dealers, and custodians
• Client Book of Record (CBOR): integrates investment and investor operations data into a structured dataset for distribution decisions
• Industry Data Master: layers market share, competitive positioning, and broker-dealer data pack intelligence to support segmentation and territory management

For distribution and sales teams at asset managers, the practical output includes CRM-ready views showing intermediary and institutional flows by strategy and client, advisor-level tracking across firms, and 22c-2 compliance data management. The firm also manages broker-dealer data pack normalization, fee agreement inventory, and revenue attribution across distribution channels, functions that typically require specialist operational resources to handle manually.

This is not a family office tool. Synfinii serves asset managers that distribute through intermediaries, not the family offices or wealth owners that allocate capital. A family office evaluating data management or reporting tools for its own investment operations would not be the intended buyer here. Asset managers seeking to understand and grow their intermediary distribution relationships, particularly mid-sized firms without in-house data engineering capacity, are the clear fit. Pricing is not disclosed publicly.

• Consolidating client and distribution partner data into a governed master record
• Normalizing and integrating broker-dealer data packs
• Managing 22c-2 compliance data and workflows
• Tracking advisor, office, and firm relationships and movement
• Administering distribution fee agreements and revenue attribution
• Preparing data architecture for AI-driven distribution analytics

• Distribution Data Platform (DDP) with Entity Master, CBOR, and Industry Data Master
• Client 360 framework with entity and financial data management
• Team and relationship lineage tracking across advisors, consultants, and custodians
• 22c-2 compliance data platform and service
• Distribution and fee agreement inventory management
• Market share and competitive positioning data integration
• Client, product, and distribution segmentation tools
• CRM integration with intermediary and institutional views
• Revenue and distributor profitability analysis
• Broker-dealer data pack standardization and delivery

Built for Fund Managers.

Dedicated project management and technical deep dives mentioned; client configuration and onboarding support provided by experienced team members